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Citizens Financial Group

1,011 hedge funds and large institutions have $23.8B invested in Citizens Financial Group in 2026 Q1 according to their latest regulatory filings, with 142 funds opening new positions, 430 increasing their positions, 305 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 142 | Existing positions closed: 75

43% more call options, than puts

Call options by funds: $156M | Put options by funds: $109M

41% more repeat investments, than reductions

Existing positions increased: 430 | Existing positions reduced: 305

5% more funds holding

Funds holding: 9621,011 (+49)

1% less capital invested

Capital invested by funds: $24B → $23.8B (-$191M)

2.17% less ownership

Funds ownership: 95.71%93.55% (-2.2%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
1,011
Holders Change
+49
Holders Change %
+5.09%
% of All Funds
12.44%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.12%
New
142
Increased
430
Reduced
305
Closed
75
Calls
$156M
Puts
$109M
Net Calls
+$46.8M
Net Calls Change
+$49.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
801
Private Trust Company
Ohio
$95K +$3.13K +51 +3%
CH
802
Cromwell Holdings
Wyoming
$90.7K +$676 +11 +0.7%
ACA
803
Atlas Capital Advisors
Wyoming
$89.1K +$24K +391 +36%
GWP
804
Gen-Wealth Partners
Michigan
$85.2K +$307 +5 +0.4%
SIC
805
SJS Investment Consulting
Ohio
$83.2K +$2.33K +38 +3%
BWA
806
Basecamp Wealth Advisors
Washington
$82.1K +$5.72K +93 +7%
CC
807
Corsicana & Co
Texas
$81.9K
ETC
808
Exchange Traded Concepts
Oklahoma
$81.6K +$123 +2 +0.1%
MCM
809
Manchester Capital Management
Vermont
$72.7K -$10.8K -176 -13%
IA
810
IFG Advisory
Georgia
$72K -$411K -6,691 -85%
DAM
811
Delta Asset Management
Tennessee
$71.8K
OL
812
OneFund LLC
Florida
$71.5K -$8.91K -145 -11%
CM
813
Capula Management
Cayman Islands
$71.1K +$72.8K +1,185 New
AG
814
AmeriFlex Group
Nevada
$69.6K -$27.3K -444 -28%
SIC
815
Salem Investment Counselors
North Carolina
$68.1K +$69.8K +1,135 New
GBT
816
Grove Bank & Trust
Florida
$66.4K
NB
817
NBT Bank
New York
$66.3K +$64.4K +1,048 +1,807%
BOTPPF
818
Board of the Pension Protection Fund
United Kingdom
$66K -$12.3K -200 -15%
OCWP
819
Owl Creek Wealth Partners
Colorado
$63.7K +$65.3K +1,062 New
SS
820
SBI Securities
Japan
$58.4K -$6.27K -102 -9%
WETS
821
Wealth Enhancement Trust Services
South Dakota
$56.1K
Group One Trading
822
Group One Trading
Illinois
$55.4K +$56.8K +924 New
CTC
823
Central Trust Company
Missouri
$55.2K -$12.4K -202 -18%
Q1WB
824
Quest 10 Wealth Builders
Virginia
$52.7K -$922 -15 -2%
WBC
825
Westpac Banking Corp
Australia
$49.4K -$35.8K -582 -41%

CFG Hedge Fund Activity: Q1 2026 in Review

1,011 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Citizens Financial Group (CFG) for Q1 2026, worth a combined $23.8B — down 0.8% from $24B a quarter earlier.

Buyers outnumbered sellers: 142 funds opened new CFG positions and 75 closed out — a net gain of 67 holders — while 430 added to existing stakes and 305 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $113M. The largest seller was Capital World Investors, cutting an estimated $552M.

  • 1,011 institutional investors held Citizens Financial Group (CFG) as of Q1 2026, up from 962 in Q4 2025.
  • Funds reported $23.8B of Citizens Financial Group stock for Q1 2026, down 0.8% quarter-over-quarter.
  • 142 funds opened new Citizens Financial Group positions in Q1 2026 and 75 closed out, a net change of +67 holders.
  • The largest Citizens Financial Group buyer in Q1 2026 was Citadel Advisors, an estimated $113M added.
  • The largest Citizens Financial Group seller in Q1 2026 was Capital World Investors, an estimated $552M sold.

Based on aggregated 13F filings for Q1 2026.